News

From a note to Morgan Stanley clients that landed on my desktop Monday.
"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...
From a note to J.P. Morgan clients that landed on my desktop Monday.
From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.
The ongoing breakup of Apple’s AI team is in response to a lack of faith in its ability to develop products — at a time when ...
A place for Apple traders and investors to share their best ideas.
From Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...
From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...
From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
From "Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariff Anticipation" posted Tuesday.
From Barron's' "Stock Futures Waver as Markets Chase Fourth Straight Day of Gains" posted early Friday.
"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...